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Yes. Kashoo Classic can connect to supported bank and credit-card accounts to import transactions automatically. Bank and regional coverage varies, so check for your institution in Settings > Connect Banks before relying on a feed. If it is unavailable—or you need older transactions—you can import a transaction file instead.
How Kashoo bank connections work
Kashoo Classic offers bank and credit-card transaction feeds. According to Kashoo’s Connect Banks guide, accounts in the United States and Canada connect through Plaid. In other regions, the product provides a bank-selection and search interface, but that does not guarantee that a particular institution is supported; check the available choices in your account.
Kashoo’s Yodlee Transition Guide says Yodlee support ended July 31, 2025, and describes Plaid as the feed provider for the United States and Canada. Connector coverage and providers can change, so treat the bank list in Kashoo as the practical check for your account.
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- In Kashoo Classic, go to Settings > Connect Banks.
- Select + Add Bank Account, then search for or select your financial institution.
- Follow the bank’s authentication steps. You may be asked for secondary authentication.
- Select the bank accounts whose transactions you want to import.
- Map each connected account to its own, unique account in Kashoo’s chart of accounts, then save.
Kashoo says it does not store or share your banking credentials. That statement is Kashoo’s description of its own handling; it should not be read as a broader statement about the practices of Plaid or your bank. Imported history depends on what the bank provides and your business’s Transaction Start Date, as explained in Kashoo’s connection guide.
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What if your bank is not supported?
Use Kashoo’s transaction-file upload. Download a statement or transaction file from your bank and import it into Kashoo. The documented formats are OFX, QBO, QFX, CSV, Excel, and QIF; Kashoo recommends OFX, QBO, or QFX when your bank offers one. Its guides explain how to choose the account and, for CSV, Excel, or QIF files, set the currency and date format, identify column headings, and map the file’s columns to Kashoo fields: transaction upload and CSV, Excel, and QIF instructions.
Imported transactions still need to be assigned to the appropriate income, expense, or other accounts. File upload is also the documented fallback for businesses outside the United States and Canada when an automatic feed is unavailable.
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How much transaction history will a feed import?
Do not assume that connecting a feed will bring in all of your past transactions. Kashoo says a bank feed usually imports a maximum of 30 to 90 days, but the actual history depends on the bank and the business’s Transaction Start Date. This is a general range, not a guarantee for every institution. For older history, use file upload. See Kashoo’s bank reconciliation guide and Connect Banks guide.
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Automatic feed or file upload?
| Option | Best suited to | What to check |
|---|---|---|
| Automatic bank feed | Recurring imports from a supported bank or credit-card account | Whether your institution appears in Connect Banks, whether your region is supported, and how much history the bank makes available |
| Transaction-file upload | Unsupported banks, one-time imports, or transactions older than the feed provides | Whether your bank can export OFX, QBO, QFX, CSV, Excel, or QIF, and whether the file’s columns and date format can be mapped |
Kashoo’s guides establish these as the practical options; they do not provide comparative pricing or independent reliability scores.
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Troubleshoot a feed that is not updating
- Refresh the feed. Kashoo says a refresh can take 24 hours and, in some cases, 48 hours. Its Plaid transition guide separately says new transactions may take up to 24 hours to appear. These are vendor guidance, not a guaranteed processing time: reconciliation tips and the transition guide.
- Reauthenticate if prompted. A bank may require you to complete authentication again, including secondary authentication.
- Contact Kashoo support before removing and reconnecting the feed. Kashoo warns that removing and adding a connection can import duplicate transactions.
- If duplicates are already present, handle them carefully. Kashoo’s reconciliation guidance covers removing imported statement rows. Take care not to remove transactions that are already matched or posted.
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